As an Edward Jones financial advisor, I help individual investors and families committed to their retirement in an increasingly complex investment environment by offering clear, straightforward financial advice, while using an established process to create personalized strategies.
After retiring from a 30-year career in the information technology industry, I joined Edward Jones in 2018 with the goal of helping others fulfill their life's dreams and aspirations by living their financial lives on their terms. I hold FINRA Series 7 and Series 66 securities registrations and insurance licenses in IL, NJ, CO and TX. I was born and raised in New Jersey and earned a BS degree in marketing from Rutgers University.
I got my first job at the age of 16 at the local McDonald's. I still have a picture of my first paycheck showing a rate-of-pay of $2.90 per hour! Although I learned the value of saving money at this young age, I would later learn the value of investing.
My wife, Carmen, and I moved to Chicago in 2013. In our free time, we enjoy traveling, exercising and trying new foods.
- Retirement Savings Strategies
- Socially Conscious Investing
- Hispanic Family Finances
- LGBT Finances
- Divorce Finances
- Military Professionals & Veterans
My Personal Interests
- Active Lifestyle
- Health & Nutrition
- Personal Fitness
- Spending Time with Family